NaviPlan Extended CDN Training & Support
Training Resources
Different from your Reference Guides; these
training resources are designed to progressively
improve your skills and help you build powerful
financial plans in less time.
NaviPlan Extended Training Resources
Theory
Guide (PDF
3.70 MB)
Apply your skills. Using the planning process model, this guide enables you
to go through an exercise that includes: gathering financial data; creating
a client file; creating a base plan; verifying data entry; duplicating the
base plan; adding financial strategies; comparing financial strategies; selecting
the optimal plan; performing insurance analysis; generating Monte Carlo Sensitivity
analysis; generating client reports. Try the quiz.
Case
Study I (PDF
407 K)
Case studies such as this one are used in In-Person Training sessions to
help participants apply their skills on the spot. This case study provides
an example of how you can use NaviPlan to help your clients meet their financial
goals and objectives. You will cover: building the plan; working with the plan;
insurance analysis; reports, graphs, and presentations.
Answer
Key: Case Study I (NPE client file 937
K)
Check your answers. Install this client file, and then review its contents against
the contents of the client file you have created as a result of doing the recommended
exercises in Case Study I.
Case
Study II (PDF
2.08 MB)
Case studies such as this one are used in In-Person Training sessions to
help participants apply their skills on the spot. This case study provides
an example of how you can use NaviPlan to help your clients meet their financial
goals and objectives. You will cover: financial strategies analysis; estate
planning; Monte Carlo Sensitivity analysis; document packages.
Answer
Key: Case Study II (NPE client file 842
K)
Check your answers. Install this client file, and then review its contents
against the contents of the client file you have created as a result of doing
the recommended exercises in Case Study II.
